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Equitymaster delivers independent, unbiased research on the Indian stock market. Trusted by investors since 1996, we help you build long-term wealth with honest, actionable insights — straight to your phone. https://www.equitymaster.com
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#EMTheFundStrategist - 3 Top Performing Tax Saving Mutual Funds to Watch in 2026

Tax-saving mutual funds provide tax benefits under Section 80C along with equity market exposure. In this editorial, we look at 3 such funds based on performance, risk metrics, and portfolio allocation.

Top Performing Tax Saving Mutual Funds

Here’s an extract...

Tax-saving mutual funds help investors reduce taxable income under Section 80C while aiming for long-term capital growth through equity exposure.

In this editorial, we analyse three top-performing ELSS funds based on returns, benchmark comparison, risk metrics, and portfolio positioning.

Read on…

http://www.eqtm.in/d5SWs
Next Rare Earth Giant?

No fireworks in the Budget. But one quiet announcement could reshape India's EV, defence and semiconductor future.

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https://youtu.be/rANS6ke8yvs
#EMViewsOnNews: Why Tata Investment Corporation Share Price is Rising

Tata Investment Corporation Ltd shares have run up. Here’s why…

Tata Investment Corporation Stock Rises

Here’s an extract…

The stock price of Tata Investment Corporation Ltd captured investors’ attention today.

The stock was up 13% intraday on the back of strong buying activity.

Read on to know why…

http://www.eqtm.in/Rn74D
#EMViewsOnNews: Why the Indian Stock Market is Falling

How will the Indian stock market move now? Find out…

Reasons for Market Correction

Here’s an extract…

The benchmark indices were down almost 1.5% today, a significant fall. The Nifty closed at 25,454, down 1.41% and the Sensex closed at 82,498, down 1.48%.

Is this a temporary correction before a bull run or is there cause for concern?

In this editorial, we dive into the reasons for the recent correction.

Read on…

http://www.eqtm.in/t6GDc
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#EMViewsOnNews - Top 5 Data Center Stocks to Watch as India Eyes US$ 200 Billion Investment Inflow

As Union Minister for Electronics and Information Technology Ashwini Vaishnaw targets big data-center investments, here are top stocks to watch.

Data Center Stocks

Here’s an extract…

Speaking at a press briefing on 17 February during the India AI Impact Summit, Union Minister for Electronics and Information Technology Ashwini Vaishnaw said India is targeting investments of over US$ 200 billion (bn) in data centers over the next two years.

With India accelerating its data center scale-up, here are the top data center stocks to watch.

Read on…

http://www.eqtm.in/a3E9W
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#EMMarkets - BGR Energy Settles VAT Dues Rajasthan | Bharat Forge Partners with VVDN Technologies | Top Buzzing Stocks Today

Top cues to track in today’s stock market session.

http://www.eqtm.in/g8DQa
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Early investors became crorepatis… what's next?

Many small Indian companies that emerged out of India's first two leaps have become global giants in just a few decades.

Their early investors became crorepatis.

Now comes the third giant leap.

Find out which category of stocks to own for riding this opportunity.

See full details

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#EMTheLongView - Holding IT Funds with High Allocation in Your Portfolio? A Simple Action Plan for Investors

Assess concentration, diversify holdings, set safeguards, and monitor trends to navigate IT-heavy portfolios.
IT Funds Exposure

Here’s an extract…

The Nifty IT index is down 21% over the last year and 16.4% over the last month.

The recent sell-off was triggered by Anthropic's launch of plugins for its Claude Cowork agent.

The question now is whether your IT allocation aligns with your long-term financial plan.

Read on…

http://www.eqtm.in/x8M7Y
#EMViewsOnNews: 5 Smallcap Hospital Stocks to Add to Your Watchlist

Hospital stocks in India are a vast and mostly unreached segment of the market. Here are 5 smallcap hospital stocks you can add to your 2026 watchlist.

Smallcap Hospital Stocks

Here’s an extract…

The hospital sector in India is undergoing a structural transformation, evolving from a traditional care model into a high-tech, global healthcare hub.

The market is projected to grow from US$ 122.3 billion (bn) in 2025 to over US$ 202.5 bn by 2030, driven by a massive surge in private equity and government infrastructure spending.

Here are 5 smallcap hospital stocks that you can watch.

Read on...

http://www.eqtm.in/Eo64X
#EMMarkets - Sensex Today Trades Flat | Nifty Above 25,450 | Pace Digitek Up 2%

Indian share markets are trading flat with Sensex trading 17 points lower, and Nifty is trading 11 points higher.

http://www.eqtm.in/j4RKs
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#EMProfitHunter - Rare Earth Stocks in Focus: Here's One for Your Watchlist

The Indian government is fully focused on the rare earth sector. There will be opportunities for investors. Read on...

Rare Earth Stock

Here's an extract...

Why have rare earths become center of discussions and focus for policies?

Well, whether it's the motor in an EV, the heart of a wind turbine, electronics or the precision sensors in our defence missiles or aerospace, they all need rare earth materials.

Read on...

http://www.eqtm.in/Sm32G
#EMTheFundStrategist - 5 Microcap Mutual Funds

Five microcap mutual funds focusing on emerging companies with higher growth and volatility potential.

Microcap Mutual Funds

Here’s an extract…

Beyond smallcaps lies an even smaller segment often referred to as microcaps. These are very small, listed companies, typically positioned at the lower end of the small-cap universe by market capitalisation.

Typically, a micro-cap stock is a company with a market capitalisation between Rs 5-10 billion (bn).

Here is a list of mutual funds that invest in micro-cap stocks, which investors might add to their watchlist.

Read on…

http://www.eqtm.in/Ep62W
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#EMMarkets - Sensex Today Ends 316 Points Higher | Nifty Below 25,550 | 5paisa Capital jumps 9%

The BSE Sensex ends at 316 points higher, while Nifty ended 117 points higher, up at 25,571.

http://www.eqtm.in/Ze8g6
#EMViewsOnNews - Why KRN Heat Exchanger and Refrigeration Share Price is Rising

KRN Heat Exchanger shares jump 8% on strong Q3 earnings and growth outlook.

KRN Heat Exchanger Stock Outlook

Here’s an extract…

After the initial nervousness, the market turned up and traded on a stronger footing.

Stock-specific action was visible in the market.

KRN Heat Exchanger rallied nearly 12% to Rs 887, drawing strong investor interest.

Read on…

http://www.eqtm.in/Xc46Q
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#EMViewsOnNews - Top 3 Uranium Stocks to Watch

Uranium has gained importance mainly because it’s at the center of the global clean energy transition. Here are three stocks part of the uranium ecosystem.

Uranium Stocks

Here’s an extract…

Indian companies are involved in nuclear power plant construction, equipment manufacturing, engineering, or related infrastructure — potentially benefiting from nuclear sector growth through use of uranium.

Here are three such stocks.

Read on…

http://www.eqtm.in/Yq68Z
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How Promoters Show Conviction, Before the Market Notices

Richa Agarwal, in her newest and most important research, explains:

• how she interprets promoter buying using public disclosures
• why most investors misread insider data
• and when promoter activity genuinely deserves attention, and
when it should be ignored

This is not about tips or predictions.

It’s about learning how to read one important signal with the right context.

Read Now – Promoter Wealth Signal

http://www.eqtm.in/Yk8z9

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#EMViewsOnNews - How Retail Investors Got Trapped in the Stock of RRP Semiconductor

How Retail Investors Lost Crores Chasing a Semiconductor Fantasy that Never Existed.

RRP Semiconductor Stock Falls

Here’s an extract…

This company’s share price went from Rs 348 to Rs 11,902 and now sits around Rs 10,000 levels, leaving thousands of retail investors trapped with losses while promoters walked away with crores after dumping their entire stake at peak prices.

Read on…

http://www.eqtm.in/o8WEc
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#EMViewsOnNews - 3 Penny Stocks Held by LIC

Many low-priced penny stocks are held by LIC. Here are 3 such penny stocks.

3 Penny Stocks

Here’s an extract…

Sometimes slow-priced stocks are not active buys, but rather holdings that have eroded over years.

Here are 3 penny stocks that LIC holds.

We have considered stocks priced under Rs 20, irrespective of their face value.

Read on…

http://www.eqtm.in/d7FCq
Kwality Walls: A Rs 30 Trap or a Multibagger Deal?

Before you decide on those 'free' shares you got from HUL, you need to see this.

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https://youtu.be/XUpXwEW7UjY
#EMTheFundStrategist - Top 5 Large Cap Mutual Funds Based on Risk-Adjusted Returns

Know all about the 5 top performing large cap mutual funds based on risk-adjusted returns.

Largecap Mutual Funds

Here’s an extract…

With predominant allocation to stocks of market leaders, large cap funds have the potential to generate stable returns across market phases.

These funds are also less likely to be impacted by economic slowdowns and market corrections.

In this editorial, we will look at the top 5 large cap mutual funds based on risk-adjusted returns.

Read on…

http://www.eqtm.in/r9SKj
15 Minutes | ONE BUY SIGNAL

Richa’s exclusive research on promoter buying stocks is here.

You have the chance to witness 15 years of research experience, knowledge and wisdom compressed in a 30-minute crisp conversation.

You can read the entire research conversation on this page.

Read: Richa Agarwal’s Promoter Wealth Signal

http://www.eqtm.in/Yk8z9

Tap here for details
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